Alphabet becomes Berkshire Hathaway's third-largest investment
Other portfolio changes disclosed in the filing
The Delta investment grew 44% in the second quarter to 57.3 million shares worth nearly $5.4 billion, while the Macy's investment more than doubled to about 7.3 million shares worth $173 million.
Berkshire also bought more shares of home builder Lennar and disclosed a tiny — $580,000 — stake in another home builder, D.R. Horton. It reduced its holdings in Ally Financial, Bank of America, Capital One, kidney dialysis provider DaVita, grocer Kroger and steel maker Nucor.
Abel said in February he oversaw 94% of Berkshire's stock holdings, while investment manager Ted Weschler handled 6%.
Friday's filing does not say who bought and sold which stocks.
Berkshire also owns dozens of businesses including the BNSF railroad, Geico car insurance, energy and manufacturing companies and retail brands such as Brooks, Dairy Queen, Fruit of the Loom and See's.
